-16.9%
IMOS vs VOO
-5.2%
-11.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.2% | -4.4% | -12.8% | -4.0% |
| 7D | -28.7% | -4.7% | -24.0% | -15.8% |
| 30D | -45.9% | -5.9% | -40.0% | -34.3% |
| 3M | -16.9% | -4.5% | -12.4% | -2.2% |
| All | -16.9% | -5.2% | -11.6% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3mo: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3mo analysis · Full analysis span regression · Available span rolling